SWORNEY and ASSOCIATES
Stop Worrying About Money!
Our Story
We are a hard-working Retirement firm based in Metro Atlanta. Established in 2005, we hit
the ground running with our direct approach to protecting our client's income for life. We
specialize in taking excessive and sometimes hidden risks out of retirement.
Joel J Sworney
Founder and Principal
Tammi Sworney
Project Manager
Joel started his career in Engineering with his father's firm, then built several successful businesses. He found his real passion was around protecting clients from risks in retirement. Risk that no one ever told them about and often won't be realize until later in retirement. These risks personally effected his family and were solved by the methods Joel implement to help his clients.
Joel has received numerous industry awards and accolades. Including an AARP Certificate of Excellence. But the most meaningful testimony comes from the hundreds of clients who have placed their trust in the plans designed to secure their retirement.
On a personal note, Joel and his family enjoy volunteer work and travel
Tammi wears lots of hats. From customer service to office management. She works with clients and carriers to smooth any wrinkles in the process. Thankfully, she is a multi-tasker extraordinaire!!
“We're a growing retirement firm dedicated to helping people prepare for retirement. Having a plan is not enough. Simply planning is like bringing a grocery list to the store. But preparing means bringing your wallet too. You tell us what your retirement plans are and we'll help you prepare by making sure they are funded with an adequate income for LIFE.
Joel Sworney, Principal, Sworney and Associates